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Activism
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 14, 2026 |
13D Activist Fund Ken Squire
|
View | Activism, Semiconductors, Japan, Utilities | 1944.T, 9501.T, 9531.T, EBCOY, FUN, ITGR, KAEPY, WEX | activism, Japan, semiconductors, small caps, Utilities, value |
| 2025 Q3 | Oct 7, 2025 |
Sandon Capital Gabriel Radzyminski
|
View | Activism, M&A, Governance, Media | - | Activist Investing, Corporate Governance, Media, Mergers and acquisitions, small caps |
| 2025 Q2 | Jun 30, 2025 |
AVI Japan Opportunity Trust Joe Bauernfreund
|
View | Activism | 1926 JP, 3106 JP, 4347 JP | activism, capital efficiency, Corporate Governance, Engagement, Japan |
| 2025 Q2 | Jul 1, 2025 |
Langdon Global Smaller Companies Greg Dean
|
View | Activism | AGYS, AND CN, ATG LN, FEVR LN | buyouts, compounders, healthcare, industrials, software |
| 2025 Q2 | Aug 4, 2025 |
Icahn Enterprises L.P. Carl Icahn
|
View | Activism | CVI, IEP, VKSC | activism, Balance Sheet, catalysts, Corporate Governance, Intrinsic Value |
| 2025 Q2 | Aug 20, 2025 |
Pershing Square Holdings Bill Ackman
|
View | Activism | AMZN, BN CN, CMG, FNMA, GOOG, HHH, HLT, HTZ, NKE, UBER, UMG NA | activism, Capital Allocation, Concentration, Governance, value creation |
| 2025 Q2 | Sep 3, 2025 |
Elliott Management Paul Singer
|
View | Activism | PEP | activism, Capital Allocation, Engagement, Governance, turnaround |
| 2025 Q2 | Jul 14, 2025 |
Sandon Capital Gabriel Radzyminski
|
View | Activism | - | activism, Capital Allocation, Governance, shareholder alignment, value |
| 2025 Q2 | Jul 14, 2025 |
New West Capital Kyle Tushaus
|
View | Activism | MGNI | Derivatives, Hedging, Macro, Options, volatility |
| 2024 Q4 | Jan 28, 2025 |
Citadel Value Fund SICAV Bas Schreuders
|
View | Activism | BC, JST GR, KER FP, MPAC LN, TGS | CashFlow, Discipline, Quality, risk, valuation |
| 2024 Q3 | Sep 30, 2024 |
Latitude Global Fund Freddie Lait
|
View | Activism | DLTR, IBKR, MCK, RYA ID, TSCO | Airlines, banks, defensives, healthcare, Rotation |
| 2024 Q1 | Mar 31, 2024 |
Latitude Global Fund Freddie Lait
|
View | Activism | IKBR | FinancialTechnology, LowCostProvider, MarketShareGain, NetInterestMargin, OnlineBrokerage |